Wealth Advisor: Private Client, Holistic Planning

JPMorgan Chase & Co.; Lima (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and objective investment advice for individuals and families.

You will build a book of business, deepen client relationships, and translate market insights into tailored solutions using leadership, relationship skills, and JPMorgan’s digital tools and partner referrals.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licensing: Series 7 required.
• Licensing: Series 66 (63/65) required or to be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Champion teammates’ success and foster a culture of inclusion.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank more digitally.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Digital channels familiarity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Licensing: Series 7

Licensing: Series 66

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and objective investment advice for individuals and families.

You will build a book of business, deepen client relationships, and translate market insights into tailored solutions using leadership, relationship skills, and JPMorgan’s digital tools and partner referrals.